Best Financial Planners in Kirkland, WA
Looking for a financial planner in Kirkland, WA? We track 29 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.
Top Financial Planners in Kirkland
Rod W. Tucker - RBC Wealth Management Financial Advisor Unclaimed
Crosby Wealth Advisors - Ameriprise Financial Services, LLC Unclaimed
David Kenyon - RBC Wealth Management Financial Advisor Unclaimed
M Annette Sager - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
U.S. Bank - Private Wealth Advisor: Heather Jarvis Unclaimed
Sean McWilliams - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
Heidi Schmitz - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
Prodigy Resources Unclaimed
RBC Wealth Management Branch - Kirkland Unclaimed
Eric Brewe - RBC Wealth Management Financial Advisor Unclaimed
How to choose a financial planner in Kirkland
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Kirkland
In Kirkland, WA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Kirkland, WA?
1Network currently lists 29 financial planners in Kirkland, WA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Kirkland?
Financial planners in Kirkland, WA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Kirkland to avoid commission conflicts.
How do I choose a financial planner in Kirkland?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 29 financial planners in Kirkland, WA.